-12.6%
PLTR vs APH
+15.1%
-27.7%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +8.2% | -2.7% | +2.6% |
| 7D | -5.1% | +1.1% | -6.2% | -5.6% |
| 30D | -19.1% | -7.5% | -11.6% | -17.3% |
| 3M | -1.6% | -4.4% | +2.8% | -0.9% |
| 6M | +22.8% | +26.5% | -3.7% | +11.7% |
| YTD | -4.8% | +20.0% | -24.9% | -16.4% |
| All | -12.6% | +15.1% | -27.7% | -20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded APH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling